Developing and Deploying Siebel eBusiness Applications > Required Application Administration Tasks > Defining Company Structure >

Setting Up Positions and Position Skills

To log in to the Siebel application an employee has to have a position. Positions determine which records users with a particular position can access. Positions represent a job slot in your organization. As you enter your company's positions, refer to your company's organization chart to determine reporting relationships (positions and parent positions). There is always one position that does not have a parent position. For example, the CEO position probably does not report to a higher level. Define positions in each level of your company's division hierarchy.

Because you choose parent positions as you create new positions, you should start at the top of the organization chart and work your way down.

To create positions

1. From the application-level menu, choose Site Map > Administration - Group > Positions.

   The Positions view appears.

2. In the Positions list, add a new record for each of the positions to define.

   Some fields are described in the following table.

   Most fields in the Position list are filled in automatically from the Employee record of the active employee. If you have not set up employees, you can associate them with positions later.

   Field	Comments
   Billing Product	Used for Professional Services. For more information, read Applications Administration Guide.
   Compensable	Used for incentive compensation. For more information, read the Siebel Incentive Compensation Administration Guide.
   Organization	Select an organization for the position. A position can only have one organization. If you want a user to have visibility to some organizations, but not all organizations, then you must create a position for each organization and assign the employee to each position. The employee can then get one organization's data at a time, by choosing View > User Preferences > Change Position.
   Position	The name of the position. Required.
   Territory	Allows a position to be associated to a territory for use by the Assignment Manager module. For more information, read Siebel Assignment Manager Administration Guide.
   Position Type	Informational field that indicates the type of position. It has no effect on visibility.

   The following table lists sample positions for the NREC example. Later, as described in the section Setting Up an Employee in Your Siebel Application, you add the employees listed in the last column.

   Position	Parent Position	Employee
   Administrator	Information Technology Manager	Sandy Bolivar
   CEO	N/A	Pat Bosch
   Information Technology Manager	CEO	Chris Brown
   Marketing Associate	Sales Manager	Terry Picardo
   Partner Manager	Sales Manager	Dale Abizaid
   Real Estate Agent 1	Sales Manager	Dana Castro
   Real Estate Agent 2	Sales Manager	Alex Grey
   Sales Manager	CEO	Lee Smith

   Most fields in the Position applet get filled in automatically from the Employee record of the active employee. For example, the Start Date field shows the start date of the employee marked Active for the position.

To set up position skills

1. From the application-level menu, choose Site Map > Administration - Group > Positions.

   The Positions view appears.

2. In the Positions list, click the position to which to add skills.
3. Click the Assignment Skills tab.
4. In the Assignment Skills list, add a new record.
5. Select a skill in the Item field.

   Skills must exist before you can add them. Skills are added using Siebel Tools.

6. Add comments, if desired.
7. Save the record.